Posted: April 28, 2018
Kathleen Baltra is the Director of Municipal Sales and Trading with over 19 years of industry experience. She offers experience in trading, execution, portfolio analysis, operational and administrative functions. Ms. Baltra has her Bachelor of Business Administration from Temple University and holds FINRA Series 7, 53, and 66 Licenses. Check the background of this investment […]
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Posted: January 22, 2019
U.S. Army Sergeant First Class Jeffery Barrett is a 20-year reservist and a former Philadelphia public school teacher. Protecting our country’s interest over these last 20 years of conflict has extracted a great toll from the U.S. Armed Forces. Often overlooked by our general population, but never forgotten by the service member, have been the […]
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Posted: February 5, 2021
Rich Beames is a Director of Municipal Sales at Bancroft Capital. Mr. Beames is a graduate of Stanford University and began his employment in the securities industry in 1983 at PaineWebber. A California native, Rich has worked in San Francisco his entire career. Rich spent 13 years at Stone & Youngberg as sales manager and […]
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Posted: April 27, 2022
Karl Biggers is a Managing Director and public finance investment banker in Dallas, Texas. With nearly 30 years of experience in the industry as a banker and financial advisor, he brings to the table considerable knowledge of the market, having worked with many of the largest issuers in the State. Mr. Biggers has experience in […]
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Posted: November 12, 2019
Bill Carabasi joins Bancroft Capital with 37 years of Fixed Income and Municipal Bond experience in both sales and trading. Carabasi started his career at Kidder, Peabody & Co. in June of 1981, and most recently spent 27 years with George K. Baum & Company where he focused on the municipal market. Mr. Carabasi grew […]
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Posted: October 28, 2022
Alix Cethoute has joins Bancroft as a Municipal Bond Underwriter. He will be responsible for bringing competitive and negotiated new issues to market. He has more than three decades in the municipal bond industry, holds a BS in Accounting from the University of Texas at Dallas, and holds FINRA Series 7, 50, 53 & 63 […]
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Posted: January 25, 2023
Sergeant Ryan D’Alessandro is a former United States Army Non-Commissioned Officer. He spent three years in the Marine Corps Reserve Component, before completing his intra-service transfer to follow his desire to become a Green Beret in the U.S. Army. He completed USA basic training and airborne school before traveling to Fort Bragg for selection. Due […]
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Posted: January 10, 2024
Patrick Doherty is a graduate of the Veteran Training Program (VTP), and Vice President of the Municipals Team. former Sergeant in the U.S. Army and Paratrooper in the 82nd Airborne Division. While on deployment in Iraq, Patrick earned his Combat Infantryman Badge (“CIB”) as well as several unit and personal citations for outstanding achievement. After […]
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Posted: May 4, 2023
Head of Investment Banking Jason Diamond brings 30-plus years of industry experience to Bancroft Capital. Previously, he served as Head of Investment Banking at both Spartan Capital Securities (4 years) and Drexel Hamilton (6 years), where he specialized in transactions for both public and private companies including initial public offerings, uplistings, registered direct equity offerings, […]
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Posted: April 16, 2021
Melissa Donahue joined the Bancroft team in March 2021. Donahue works on the equity trading desk at the Fort Washington office and assists with compliance and back-office operations. An industry veteran, Donahue brings 22-plus years of equity trading, options trading, compliance, and back office clearing and execution experience to her position. A former president of […]
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